TCM
IBDL

Tradition Capital Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Tradition Capital Management’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-28,575
Closed -$730K – 188
2017
Q3 		$730K Sell
28,575
-12,869
-31% -$329K 0.24% 94
2017
Q2 		$1.06M Buy
+41,444
New +$1.06M 0.35% 88

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Tradition Capital Management's IBDL Position: Q4 2017 in Review

Tradition Capital Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2017, closing a stake of 28,575 shares — an estimated $730K sold.

Tradition Capital Management first reported a position in IBDL in Q2 2017 and held it in 2 quarters. The position peaked at $1.06M in Q2 2017. 75 funds tracked by Wall St. Rank hold IBDL as of Q4 2017.

  • Tradition Capital Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Tradition Capital Management sold 28,575 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2017, an estimated $730K.
  • Tradition Capital Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2017 and held it in 2 quarters.
  • Tradition Capital Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.06M in Q2 2017.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2017.

Based on Tradition Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.